See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,764 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,637 | $44,425-28.8% | $67,834-53.4% | $55,167-42.7% |
| Participation rate | 89.1% | 59.7%+29.4pp | 68.8%+20.3pp | 69.0%+20.1pp |
| Annual return | 6.73% | 17.80%-11.1pp | 138.47%-131.7pp | 169.23%-162.5pp |
| Employer contribution / active EE | $749 | $1,351-44.6% | $2,403-68.8% | $1,963-61.8% |
| Participant deferral / active EE | $2,491 | $2,166+15.0% | $3,160-21.2% | $3,054-18.4% |
| Admin fee / account holder | $181 | $530-65.9% | $4,622-96.1% | $504-64.1% |